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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,271 | $100,139-28.8% | $85,187-16.3% | $145,884-51.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $18,605 | $3,238+474.6% | $2,732+580.9% | $4,662+299.1% |
| Participant deferral / active EE | $10,371 | $5,296+95.8% | $4,525+129.2% | $6,690+55.0% |
| Admin fee / account holder | $206 | $7,262-97.2% | $6,162-96.7% | $13,392-98.5% |